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First Trust Preferred Securities and Income ETF

363 hedge funds and large institutions have $4.47B invested in First Trust Preferred Securities and Income ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 71 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 71

32% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 34

8% more capital invested

Capital invested by funds: $4.12B → $4.47B (+$346M)

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 356363 (+7)

0.05% less ownership

Funds ownership: 58.69%58.64% (-0.05%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
6.36%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.65%
New
45
Increased
190
Reduced
71
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$890K +$127K +6,167 +17%
PA
227
PSI Advisors
Florida
$874K +$2.93K +142 +0.3%
BCP
228
Blackhawk Capital Partners
Wisconsin
$848K -$1.61M -78,095 -65%
NWA
229
Navis Wealth Advisors
New York
$822K
PWP
230
Principle Wealth Partners
Connecticut
$792K +$50.2K +2,429 +7%
MAFM
231
Mid Atlantic Financial Management
Pennsylvania
$765K -$12.9K -627 -2%
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$749K +$753K +36,486 New
CFD
233
Creative Financial Designs
Indiana
$738K +$7.43K +360 +1%
MFP
234
Meridian Financial Partners
Virginia
$723K +$27.8K +1,347 +4%
Ameriprise
235
Ameriprise
Minnesota
$708K +$706K +34,210 New
PPG
236
Peak Planning Group
Colorado
$674K +$678K +32,825 New
CFS
237
CRA Financial Services
New Jersey
$666K +$67.5K +3,268 +11%
TFS
238
Thoroughbred Financial Services
Tennessee
$662K +$434 +21 +0.1%
Creative Planning
239
Creative Planning
Kansas
$637K -$2.68K -130 -0.4%
RIA
240
Realta Investment Advisors
Delaware
$626K +$158K +7,673 +34%
AWA
241
ARQ Wealth Advisors
Arizona
$618K +$42.1K +2,040 +7%
MP
242
McDonald Partners
Ohio
$610K
SFP
243
Strategic Financial Partners
Oregon
$602K +$194K +9,394 +47%
MPCG
244
Matrix Private Capital Group
New York
$600K
MWA
245
Meridian Wealth Advisors
Texas
$590K +$249K +12,075 +73%
VCM
246
Vivaldi Capital Management
Illinois
$589K +$103K +5,000 +21%
ACM
247
Advisors Capital Management
New Jersey
$589K +$592K +28,656 New
ERWM
248
Elk River Wealth Management
Colorado
$568K -$8.34K -404 -1%
BZWA
249
Blue Zone Wealth Advisors
California
$567K +$570K +27,608 New
Bank of New York Mellon
250
Bank of New York Mellon
New York
$529K +$532K +25,752 New